It’s always good to have a plan for your sales visits that can serve as a quick reminder of the essentials. Use this checklist as a review before and after each sales call to make sure you cover all the bases. Leaving a sales call and wishing you had remembered to ask a specific question or show the prospect another product idea is a horrible feeling; using this checklist may help you avoid that. Edit it based on the type of sales cycle you’re involved in.
Sales call checklist
1. Preparation prior to sales call
- Research the account prior to the call?
- Learn something about the person and their business before the meeting?
- Send an outline of the agenda to the client before the meeting?
- Prepare three value-added points?
- Bring all materials, brochures, contracts, etc.?
- Answer the three important pre-call questions:
A. What is the goal of the call?
B. What do I need to find out?
C. What’s the next step after the call?
2. Greeting and introduction
- Observe the prospect’s office décor?
- Find out about the prospect’s personal interests, hobbies, family and so on?
- Find out the names of contacts in the account and write them down?
- Bridge to the business topic smoothly?
- Listen more than I spoke? (Ideally, you should spend 80% of your time listening and only 20% talking.)
- Ask the customer about business goals?
- Ask the customer about challenges?
- Find out who the decision-makers are by asking ”Who else besides yourself is involved in decision-making?“
- Ask what process they normally follow when considering a new vendor?
- Find out how and why they made the decision for their current product or service (assuming they are replacing a product or service)?
- Find out what their time frame is?
- Find out if funds have been allocated – and how much?
- Find out their specific needs?
- Ask what they would change about their product or service?
- Ask open-ended questions (who, what, where, when, why, how, how much, tell me about it, describe for me)?
- Ask about the corporate structure?
- Ask about the prospect’s role at the company?
- Ask what’s interesting and important to them and focus on that?
- Ask what risks they perceive?
- Ask how we can help solve their problems?
- Ask what they think about our company?
- Ask what they like and dislike about their current vendor?
- Ask how industry trends are affecting them?
- Ask “what if?” questions?
- Ask what suport they would like after the sale?
- Ask what their short-term and long-term goals are?
- Ask how I can become their most valued vendor?
- Ask what is our next step?
- Establish a follow-up schedule?
- Parrot the prospect to encourage him to expand, elaborate and go into detail about each answer?
5. Handling objections
- Listen to the entire objection?
- Pause for three seconds before responding?
- Remain calm, not defensive?
- Meet the objection with a question to find out more?
- Restate the objection to make sure we agreed (communication)?
- Answer the objection?
- Complete these six-steps?
5. Present solution
6. Close (or next step)
- Prioritise the prospect’s needs?
- Talk about benefits?
- Use layman’s terms?
- Link the benefit to needs?
- Verify each need before moving on?
- Present myself, company and product in a positive light?
- Re-establish rapport?
- Ask if anything changed since our last meeting?
- Pre-commit the prospect?
- Give a general overview of the product or service?
- Keep the presentation focused on needs?
- Involve the customer in the presentation?
- Summarise needs and how your offering meets them?
- Get the customer to identify all possible problems that might be solved by my product or service?
- Get the customer to identify the value of solving the identified problems?
- Get agreement that the proposed solution provides the values identified?
- Ask for the order (“Why don’t we go ahead with this?”)?
8. Customer maintenance
- Write thank you letters for appointments and orders?
- Earn the right to ask for references and referrals?
- Establish a schedule for follow-up calls and visits?
- Ask for referrals (“Do you know three people who could benefit from my product and service like you did?”)?
- Send thank you notes to lost accounts?
- Ask what are three important things we can do as a vendor to keep our relationship strong?
This checklist will help you stay focused. Every time you schedule a sales call, run through it to prepare and to see what you can do next time to increase your chances of success.